See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,046 | $46,674-33.5% | $117,472-73.6% | $68,494-54.7% |
| Participation rate | 77.1% | 56.8%+20.4pp | 70.6%+6.6pp | 67.9%+9.3pp |
| Annual return | 3.61% | -14.52%+18.1pp | 29.74%-26.1pp | -7.84%+11.5pp |
| Employer contribution / active EE | $1,108 | $1,505-26.3% | $4,176-73.5% | $2,596-57.3% |
| Participant deferral / active EE | $3,209 | $2,636+21.7% | $4,070-21.2% | $4,027-20.3% |
| Admin fee / account holder | $1,836 | $4,020-54.3% | $5,645-67.5% | $5,403-66.0% |